See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,286 | $53,127-14.8% | $86,590-47.7% | $70,131-35.4% |
| Participation rate | 44.0% | 65.3%-21.3pp | 73.5%-29.5pp | 69.5%-25.5pp |
| Annual return | 23.32% | 27.66%-4.3pp | 964.84%-941.5pp | 73.14%-49.8pp |
| Employer contribution / active EE | $1,149 | $2,068-44.5% | $2,839-59.5% | $2,342-51.0% |
| Participant deferral / active EE | $3,019 | $2,696+12.0% | $3,609-16.3% | $3,332-9.4% |
| Admin fee / account holder | $7 | $3,585-99.8% | $4,906-99.9% | $4,645-99.8% |